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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,396 | $152,612+66.7% | $125,192+103.2% | $152,897+66.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.97% | 54.85%-51.9pp | 43.79%-40.8pp | 345.43%-342.5pp |
| Employer contribution / active EE | $5,000 | $4,947+1.1% | $3,866+29.3% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |